How it works
Auto-invite occurs if all criterion are met...
- Loan Criteria
- CX.MI.BLEND.BORR.AUTO.INVITE = Y
- CX.MI.BLEND.SEND.TO.BLEND = Y
- Borrower Criteria
- Has not already been invited to Blend
- Has a unique SSN (on the loan)
- Has a unique email address (on the loan)
- Has a first and last name
If CX.MI.BLEND.BORR.AUTO.INVITE is "Y", the Encompass loan log will be updated with the reason the borrower was or was not auto-invited to Blend.
Before auto-inviting will work, the following must be completed
Configuration
- Add CX.MI.BLEND.BORR.AUTO.INVITE custom field to Encompass
CX.MI.BLEND.BORR.AUTO.INVITEDocumentation on custom fields can be found from Ellie Mae here - Write a business rule that populates CX.MI.BLEND.BORR.AUTO.INVITE with a "Y" when the service should auto-invite a borrower
Documentation on business rules can be found from Ellie Mae here - Add CX.MI.BLEND.BORR.AUTO.INVITE to the reporting database
Documentation on reporting database can be found from Ellie Mae here
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